Profit Sharing · DOL Form 5500 · 2023
Blue Jay Assets Inc. Profit Sharing Plan
Data updated 2026-08-25
- $210K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $209,927
- Avg per participant Above avg balance/head
Official DOL plan name: Blue Jay Assets Inc. Retirement Plan · Sponsored by Blue Jay Assets Inc. · Kentucky · Other Services
$210K in assets, 1 participants
Blue Jay Assets Inc.'s Blue Jay Assets Inc. Retirement Plan reported $210K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,874 in Other Services (7,857 peers)
Blue Jay Assets Inc. multi-year trail
Blue Jay Assets Inc.'s plans moved +76.4% in assets from 2022 to 2024; this filing shows Blue Jay Assets Inc. Retirement Plan at $210K / 1 participant.
- #1,874
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
Blue Jay Assets Inc. Retirement Plan among the smaller filed plans by assets
Blue Jay Assets Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$209,927 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Blue Jay Assets Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Jay Assets Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Jay Assets Inc. Retirement Plan reported net income rose from $9K in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Blue Jay Assets Inc. Retirement Plan end-of-year assets rose from $192K in the plan year 2022 filing to $210K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 873316806 · Blue Jay Assets Inc. PY 2023 · Profit Sharing
Blue Jay Assets Inc. Retirement Plan · $210K · 1 · 11th
- IND $210K
- EOY 1
- 5500 11th
- ASSETS Profit Sharing
- PCT near Walter Feliciano Velez Md Retirement Plan
- EIN ind #1874
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Kentucky →
Blue Jay Assets Inc. Retirement Plan in the asset neighbourhood
Blue Jay Assets Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Blue Jay Assets Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $338K 76.44198410752206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $192K |
| 2023 | 1 | 1 | $210K |
| 2024 | 1 | 1 | $338K |
Blue Jay Assets Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $192K |
|---|---|
| Net Assets (End of Year) | $210K |
| Net Income | $18K |
| Employer EIN | 873316806 |
| Plan Effective Date | 2021-11-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
- IBEW Local 150 Supplemental Pension Fund $279M · 1,293
- Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
- Dismas Charities, Inc. Retirement Plan $43M · 540
- Ball Homes, LLC Retirement Plan $37M · 215
Blue Jay Assets Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Walter Feliciano Velez Md Retirement Plan in PR ($210K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.